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Generate an Emergency Plan

Available on all plans

From your project's Documents tab, start the Emergency Plan. It's the shortest wizard in the product — two steps — because the plan renders from emergency information you've already set once.

In the Site Book app, open the project and tap Generate document under Actions, then + Generate document on the Documents screen, and choose Emergency Plan. The Emergency contacts box is pre-filled the same way as on the website — site manager, client, principal designer and principal contractor from your project, with 999 and the HSE Incident Contact Centre added. Check it, edit it exactly as you want it printed, then tap Submit; a plan generated with an empty box has no Emergency Contacts section. Once you change the contacts in the app, your version comes back next time — an emptied box stays empty. Left untouched, the box re-fills from your project's current people each time, so a regenerated plan picks up new names and numbers. Earlier separate mobile contact fields are kept for review; the app will not combine them for you. The plan uses current emergency arrangements from the project. If Submit loses its connection, Resume Emergency Plan generation checks the same saved request and opens its original generated version.

Generate it

On a phone, the Step 1 of 2 · Emergency Contacts bar above the wizard shows where you are — tap it to list both steps and jump back to any you've completed.

Each line in Emergency contacts prints on its own line in the PDF. Check every name and number before you issue the plan.

  1. Emergency Contacts — check the pre-filled list.

    Site manager, client, principal designer and principal contractor come from your project people, with 999 and the HSE Incident Contact Centre added for you. Add any site-specific numbers.

  2. Review & Create — click Create Emergency Plan.

  3. Approve the document, then collect sign-offs via the crew link.

AI drafts never guess emergency details

Where AI drafting fills in wording, it uses only what your project records — it will never guess the nearest A&E, site features or people's names. Anything missing is written as "to be confirmed" until you fill it in. Set the nearest A&E on the project's Details tab under Emergency Information — click Look up nearest A&E from the site address to find it from the site address (a full postcode makes it far more reliable) — and review the pre-fill before approving.

The lookup never guesses either. If it can't place the address, or finds no A&E within 20km, it says so and leaves the field for you to complete — it will not put an approximate or invented hospital on a plan your crew would follow in an emergency. That's also why the field stays empty rather than being filled with a placeholder: an empty field asks you a question, a wrong one doesn't.

Changing emergency details later

Edit them under Details → Emergency Information — then regenerate the plan (and any other documents that use them) so the PDFs match. Workers re-sign the new version.

Frequently asked questions

Why doesn't the wizard ask about my fire strategy or assembly point?

Those are set once in your project's Details tab under Emergency Information — fire strategy, assembly point, nearest A&E, first aid, emergency procedures, scenarios and utility isolation points all flow into the plan automatically. Incident (RIDDOR) reporting is included for you.

Do workers sign the Emergency Plan?

Yes — emergency plans always collect worker sign-off, same as site inductions and toolbox talks. Send the crew link and track it on the Worker Sign-Off panel.

Related guides

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